Andvari Associates highlight Danaher Corporation's above-average pricing power due to high switching costs.

From Yahoo Finance: 2025-04-10 11:44:00

Andvari Associates reported a 7.2% return in Q1 2025, outperforming the SPDR S&P 500 ETF which declined by 4.3%. Check out their top 5 holdings for 2025 in their investor letter, available for download online. Danaher Corporation (NYSE:DHR) was highlighted as a key stock pick, with a one-month return of -12.60% and a market capitalization of $127.554 billion.

In the Q1 2025 investor letter, Andvari Associates praised companies like Danaher Corporation (NYSE:DHR) for their above-average pricing power. These companies offer products critical to end users with high switching costs, such as Danaher, Mettler-Toledo, Zoetis, and IDEXX. Despite its potential, Andvari Associates believes AI stocks offer greater returns in a shorter timeframe than Danaher Corporation (NYSE:DHR).

Danaher Corporation (NYSE:DHR) ranks 27th among the 30 most popular stocks among hedge funds. In 2024, the company reported an annual sale of $23.9 billion with a 1.5% decrease in core revenue. While Danaher Corporation (NYSE:DHR) shows promise as an investment, Andvari Associates believes AI stocks offer better returns within a shorter timeframe. For a promising AI stock trading at less than 5 times its earnings, check out their report on the cheapest AI stock available.



Read more at Yahoo Finance: Here’s How Danaher Corporation (DHR) Benefits from Switching Costs